> For the complete documentation index, see [llms.txt](https://docs.exads.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.exads.com/ad-server/accounts/saas-creating-users.md).

# Creating Client Accounts

![create user](https://2551497454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWd08bYtHMw1HqDKFpBf%2Fuploads%2FcIbT2ZtPXgJEA2wbuqxG%2Fsaas-add-new-account-form.png?alt=media\&token=b9ec0788-9ec4-48a2-a9a8-74f6adcbe740)

When setting up your Ad Server, the first thing you will want to do is add **Clients** yourself or invite them to join via email. To do this:

1. Click on the **Accounts** tab.
2. Click **New Account**.
3. Fill in the **Add Account** Form:

| Item                  | Description                                                                                                                                                                                                                                                                                                                                                         |
| --------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Username              | Enter a username for the client using between 3 and 256 characters.                                                                                                                                                                                                                                                                                                 |
| Labels                | Create labels to categorize the account.                                                                                                                                                                                                                                                                                                                            |
| Account Type          | Choose whether the user is an **Advertiser**, **Publisher** or **Advertiser/Publisher** (default).                                                                                                                                                                                                                                                                  |
| Account Manager       | Using this drop-down, you can assign this account to an Account Manager. The Account Manager will then be able to access this account and see its dashboards and statistics. You will also see other admin users listed here (Super Administrator, Agent, Administrator) and can assign the account to them too.                                                    |
| Currency              | Select whether to use **EUR** or **USD** as the currency for this account. **Note** that once this is set it cannot be changed.                                                                                                                                                                                                                                     |
| External Account User | Turn on this switch if the account user is external and leave it off if the account user is internal. External account users will get an email invite to join the Ad Server and set up their own login credentials. If you turn on the **External Account User** switch, you must enter an email to send the invite to, or you will not be able to add the account. |

4. When you have filled in the form, click **Add Account**.
5. You will be taken back to the **Accounts** page and will see the new account at the top of the list.

{% hint style="warning" %}
Once the currency is set for the Account, it cannot be modified.
{% endhint %}

## Client Roles

![create user](https://2551497454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWd08bYtHMw1HqDKFpBf%2Fuploads%2FWiPlAv9bHYg7577pkdCH%2Fsaas-client-roles.png?alt=media\&token=de6b52bd-94d7-4084-abcf-3944f9a53504)

Client roles are either Advertiser or Publisher or both:

### Advertiser

Sees only the Advertiser's view of the Admin Panel:

* Can create ad campaigns.

### Publisher

Sees only the Publisher's view of the Admin Panel:

* Can create ad zones.

### Advertiser / Publisher

Sees both the Advertiser's and Publisher's view of the Admin Panel.

* Can create both campaigns and ad zones.

{% hint style="warning" %}
Advertiser and Publisher roles are **System** roles, whose permissions cannot be edited.
{% endhint %}


---

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